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Allied still has HyperX Arena Las Vegas, Z-Tech mobile games, and a balance-sheet cushion, but the current thesis is about the late 10-K, Nasdaq delisting risk, reverse-split vote, Knighted settlement, and whether revenue can ever catch the cost base.
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SEC filings, financial facts, source resources, and Goglides workspace context for Okta, Inc..
OpenOkta reported FY2026 revenue of $2.9 billion, FY2026 operating income of $149 million and FY2026 operating cash flow of $884 million. The thesis depends on identity demand, retention, remaining performance obligations, margin discipline and security-platform c
OpenGitLab reported FY2026 revenue of $955.2 million, gross profit of $834.5 million, operating loss of $70.5 million and operating cash flow of $232.9 million. The setup depends on DevSecOps adoption, platform consolidation, gross-margin durability, operating dis
OpenElectronic Arts reported FY2026 revenue of $7.5 billion, operating income of $1.2 billion and operating cash flow of $2.6 billion. The thesis depends on sports franchises, live services, player engagement, new game execution and disciplined content investment.
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